JFS Wealth Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $167K | Buy |
1,893
+950
| +101% | +$83.8K | 0.01% | 312 |
|
|
2025
Q1 | $85.8K | Buy |
943
+555
| +143% | +$50.5K | 0.01% | 385 |
|
|
2024
Q4 | $33.9K | Sell |
388
-648
| -63% | -$56.6K | ﹤0.01% | 532 |
|
|
2024
Q3 | $102K | Sell |
1,036
-21
| -2% | -$2.06K | 0.01% | 364 |
|
|
2024
Q2 | $97K | Buy |
1,057
+208
| +24% | +$19.1K | 0.01% | 315 |
|
|
2024
Q1 | $80.3K | Sell |
849
-684
| -45% | -$64.7K | 0.01% | 355 |
|
|
2023
Q4 | $152K | Buy |
1,533
+1,014
| +195% | +$100K | 0.01% | 255 |
|
|
2023
Q3 | $46K | Buy |
519
+385
| +287% | +$34.1K | ﹤0.01% | 387 |
|
|
2023
Q2 | $13.8K | Buy |
+134
| New | +$13.8K | ﹤0.01% | 627 |
|
|
2022
Q1 | – | Sell |
-67
| Closed | -$10K | – | 1965 |
|
|
2021
Q4 | $10K | Hold |
67
| – | – | ﹤0.01% | 690 |
|
|
2021
Q3 | $10K | Buy |
+67
| New | +$10K | ﹤0.01% | 646 |
|
|
2020
Q4 | – | Sell |
-67
| Closed | -$11K | – | 621 |
|
|
2020
Q3 | $11K | Buy |
67
+26
| +63% | +$4.27K | ﹤0.01% | 395 |
|
|
2020
Q2 | $7K | Buy |
+41
| New | +$7K | ﹤0.01% | 411 |
|
|
2019
Q3 | – | Sell |
-1,000
| Closed | -$133K | – | 536 |
|
|
2019
Q2 | $133K | Buy |
+1,000
| New | +$133K | 0.03% | 163 |
|